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- Trump teases major trade deal + India-Pakistan halt trade đ
Trump teases major trade deal + India-Pakistan halt trade đ
Welcome to all our new subscribers and a warm âAhoyâ to our loyal readers. Another new week, let's take a look đ
In todayâs email:
War Times: đ« Cross-border trade frozen as India-Pakistan conflict intensifies.
How Much: đšđł The largest importers of Chinese goods (race bar chart).
Deal Time: đ€ Trump teases first trade deal since tariff escalation.
SHIPPING NEWS

India-Pakistan Conflict Escalates, Disrupts Trade Routes
Tensions between India and Pakistan have sharply escalated following a deadly attack in Kashmir on April 22, 2025. In response, India launched missile and drone strikes on Pakistani targetsâmarking the worst military exchange between the two nations in over 20 years. As a direct consequence, both countries have imposed sweeping trade restrictions, halting nearly all bilateral commerce and severely disrupting regional supply chains.
đźđł India:
Banned all imports from Pakistan
Prohibited Pakistani-flagged vessels from entering Indian ports
đ”đ° Pakistan:
Closed its airspace to all Indian aircraft
Suspended all trade activity with India
The immediate fallout has seen shipping lines, such as Hapag-Lloyd, scrambling to reroute cargo and avoid conflict zones. Supply chains that once relied on cross-border road and rail transport have been brought to a standstill, impacting businesses throughout South Asia and beyond.
The trade freeze is not just a bilateral issueâit affects global companies sourcing textiles, agricultural goods, and manufactured products from the region. With both countries playing critical roles in supply routes connecting the Middle East, Central Asia, and Southeast Asia, the disruption could ripple into broader global logistics.
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VIDEO OF THE WEEK
Largest Importers of Chinese Goods (Race bar chart)
Watch global demand in motion. This race chart tracks which countries are spending the most on Chinese importsâfrom smartphones and semiconductors to textiles and heavy machinery. As the worldâs top manufacturing hub, Chinaâs export footprint reveals whoâs driving the engine of global trade.
TRADE SNIPPETS
De minimis exemption ends, shaking air cargo. On May 2, 2025, the U.S. ended duty-free treatment for low-value imports from China and Hong Kong, disrupting e-commerce logistics and causing air cargo capacity shifts and flight cancellations.
US interest rates hold steady in May 2025. The Federal Reserve kept interest rates unchanged at 5.5%, signaling a cautious approach amid persistent inflation and slowing economic growth concerns.
Trump teases major new trade deal. Trump will announce his first major trade agreement on May 8, hinting at sweeping tariff changes and new partnerships that could reshape US trade policy.
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CLIPS ON âXâ
The largest crane in the worldđ±
â Out of Context Human Race (@NoContextHumans)
10:59 PM âą May 5, 2025
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